Mackenzie Financial’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $365K | Buy |
+41,780
| New | +$396K | ﹤0.01% | 1270 |
|
|
2025
Q3 | – | Sell |
-96,419
| Closed | -$812K | – | 1861 |
|
|
2025
Q2 | $812K | Sell |
96,419
-90,235
| -48% | -$858K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $1.97M | Buy |
186,654
+15,449
| +9% | +$164K | ﹤0.01% | 790 |
|
|
2024
Q4 | $1.81M | Buy |
171,205
+133,106
| +349% | +$1.47M | ﹤0.01% | 804 |
|
|
2024
Q3 | $455K | Sell |
38,099
-310,751
| -89% | -$3.75M | ﹤0.01% | 1051 |
|
|
2024
Q2 | $4.26M | Buy |
348,850
+82,018
| +31% | +$1.07M | 0.01% | 572 |
|
|
2024
Q1 | $3.73M | Buy |
266,832
+4,005
| +2% | +$51.6K | 0.01% | 605 |
|
|
2023
Q4 | $3.13M | Buy |
262,827
+140,827
| +115% | +$1.72M | ﹤0.01% | 648 |
|
|
2023
Q3 | $1.58M | Sell |
122,000
-207,400
| -63% | -$2.54M | ﹤0.01% | 761 |
|
|
2023
Q2 | $3.86M | Hold |
329,400
| – | – | 0.01% | 604 |
|
|
2023
Q1 | $3.67M | Sell |
329,400
-17,428
| -5% | -$227K | 0.01% | 610 |
|
|
2022
Q4 | $4.78M | Sell |
346,828
-18,751
| -5% | -$259K | 0.01% | 524 |
|
|
2022
Q3 | $4.93M | Sell |
365,579
-109,577
| -23% | -$1.72M | 0.01% | 528 |
|
|
2022
Q2 | $7.83M | Buy |
475,156
+19,130
| +4% | +$337K | 0.01% | 472 |
|
|
2022
Q1 | $8.55M | Sell |
456,026
-82,993
| -15% | -$1.53M | 0.01% | 488 |
|
|
2021
Q4 | $9.62M | Buy |
539,019
+106,221
| +25% | +$1.96M | 0.01% | 481 |
|
|
2021
Q3 | $8.75M | Sell |
432,798
-91,882
| -18% | -$2.03M | 0.01% | 482 |
|
|
2021
Q2 | $12.1M | Sell |
524,680
-2,183
| -0.4% | -$54.4K | 0.02% | 429 |
|
|
2021
Q1 | $13M | Sell |
526,863
-7,153
| -1% | -$168K | 0.02% | 382 |
|
|
2020
Q4 | $11.7M | Buy |
534,016
+14,602
| +3% | +$317K | 0.03% | 325 |
|
|
2020
Q3 | $11.1M | Buy |
519,414
+31,734
| +7% | +$721K | 0.03% | 290 |
|
|
2020
Q2 | $10.5M | Buy |
487,680
+9,100
| +2% | +$185K | 0.03% | 295 |
|
|
2020
Q1 | $8.68M | Sell |
478,580
-86,820
| -15% | -$2.13M | 0.03% | 288 |
|
|
2019
Q4 | $15.1M | Sell |
565,400
-104,642
| -16% | -$2.71M | 0.04% | 270 |
|
|
2019
Q3 | $15.5M | Sell |
670,042
-89,820
| -12% | -$1.94M | 0.04% | 271 |
|
|
2019
Q2 | $15.1M | Buy |
759,862
+86,168
| +13% | +$1.68M | 0.04% | 266 |
|
|
2019
Q1 | $12.4M | Buy |
673,694
+337,631
| +100% | +$6.07M | 0.03% | 340 |
|
|
2018
Q4 | $5.73M | Buy |
336,063
+219,065
| +187% | +$3.98M | 0.02% | 477 |
|
|
2018
Q3 | $2.23M | Buy |
116,998
+1,753
| +2% | +$34K | 0.01% | 632 |
|
|
2018
Q2 | $2.34M | Buy |
115,245
+1,544
| +1% | +$30.7K | 0.01% | 575 |
|
|
2018
Q1 | $2.19M | Sell |
113,701
-1,905
| -2% | -$38.2K | 0.01% | 549 |
|
|
2017
Q4 | $2.2M | Buy |
+115,606
| New | +$2.27M | 0.01% | 523 |
|
|
2017
Q2 | – | Sell |
-68,189
| Closed | -$1.39M | – | 678 |
|
|
2017
Q1 | $1.39M | Hold |
68,189
| – | – | 0.01% | 429 |
|
|
2016
Q4 | $1.48M | Hold |
68,189
| – | – | 0.01% | 407 |
|
|
2016
Q3 | $1.42M | Sell |
68,189
-31,892
| -32% | -$655K | 0.01% | 373 |
|
|
2016
Q2 | $1.92M | Sell |
100,081
-8,832
| -8% | -$172K | 0.01% | 442 |
|
|
2016
Q1 | $2.1M | Buy |
108,913
+84,422
| +345% | +$1.52M | 0.02% | 350 |
|
|
2015
Q4 | $439K | Buy |
24,491
+3,485
| +17% | +$65.8K | ﹤0.01% | 693 |
|
|
2015
Q3 | $386K | Sell |
21,006
-840
| -4% | -$16K | ﹤0.01% | 692 |
|
|
2015
Q2 | $444K | Buy |
21,846
+2,057
| +10% | +$43.8K | ﹤0.01% | 694 |
|
|
2015
Q1 | $412K | Buy |
19,789
+4,004
| +25% | +$74.5K | ﹤0.01% | 688 |
|
|
2014
Q4 | $283K | Buy |
15,785
+5,043
| +47% | +$87.5K | ﹤0.01% | 698 |
|
|
2014
Q3 | $172K | Buy |
+10,742
| New | +$185K | ﹤0.01% | 707 |
|
Other funds holding WU
VPM
VCM
